From 423678f976f8b89f7534240450f28428071cc51b Mon Sep 17 00:00:00 2001 From: andersonjeccel <116097999+andersonjeccel@users.noreply.github.com> Date: Wed, 8 May 2024 18:46:33 -0300 Subject: [PATCH] active --- docs/campaigns/creating_campaigns.rst | 4 ++-- docs/campaigns/managing_campaigns.rst | 2 +- docs/channels/focus_items.rst | 8 ++++---- docs/channels/social_monitoring.rst | 12 ++++++------ docs/configuration/command_line_interface.rst | 2 +- docs/configuration/settings.rst | 6 +++--- docs/contacts/import_contacts.rst | 6 +++--- docs/contacts/manage_contacts.rst | 2 +- docs/plugins/hubspot.rst | 4 ++-- docs/plugins/vtiger.rst | 6 +++--- docs/plugins/zoho_crm.rst | 2 +- docs/points/points.rst | 8 ++++---- docs/segments/manage_segments.rst | 10 +++++----- docs/stages/stages.rst | 2 +- docs/users_roles/managing_roles.rst | 8 ++++---- 15 files changed, 41 insertions(+), 41 deletions(-) diff --git a/docs/campaigns/creating_campaigns.rst b/docs/campaigns/creating_campaigns.rst index f9121209..d5508c99 100644 --- a/docs/campaigns/creating_campaigns.rst +++ b/docs/campaigns/creating_campaigns.rst @@ -5,7 +5,7 @@ Creating Campaigns .. vale on -Creating Campaigns is a central part of the marketing automation process. When you create a new Campaign, you perform the basic administrative tasks such as choosing a name for the Campaign, creating a description, assigning a Category and defining publishing information for the Campaign. +Creating Campaigns is a central part of the marketing automation process. When you create a new Campaign, you perform the basic administrative tasks such as choosing a name for the Campaign, creating a description, assigning a Category and defining activating information for the Campaign. At the heart of any marketing automation Campaign is the Campaign Builder. This allows you to specify how Contacts enter the Campaign, and what happens at every point after they enter the workflow. @@ -51,7 +51,7 @@ To begin creating Campaigns, perform the following steps: - **Category** - Choose a Category to assign your Campaign to. Categories help you organize your Campaigns. To learn more about creating and managing Categories, see :doc:`/categories/categories-overview`. - **Allow Contacts to restart the Campaign** - Click the toggle switch to allow Contacts to restart the Campaign if you're building a Campaign for a recurring message - for example birthdays, subscriptions - or transactional operations - for example activity notifications, updating data. Enabling this option allows Contacts to go through the same Campaign multiple times. -- **Published** - Click the toggle switch to publish or un-publish the Campaign. Ensure that you don't publish a Campaign until you're actually ready for it to go live. You can also schedule to publish or un-publish a Campaign at a future date by selecting a time and date. +- **Active** - Click the toggle switch to enable or disable the Campaign. Ensure that you don't enable a Campaign until you're actually ready for it to go live. You can also schedule to activate or disable a Campaign at a future date by selecting a time and date. #. Click **Launch Campaign Builder** to start building your Campaign, and add at least one event. For information about how to use the Campaign Builder, see :doc:`/campaigns/creating_campaigns`. diff --git a/docs/campaigns/managing_campaigns.rst b/docs/campaigns/managing_campaigns.rst index 93ae3df0..ed7b79a8 100644 --- a/docs/campaigns/managing_campaigns.rst +++ b/docs/campaigns/managing_campaigns.rst @@ -17,7 +17,7 @@ The following image shows a sample Campaign overview with its highlighted panels :width: 600 :alt: Screenshot showing the Campaign overview -The **Details** drop-down menu gives a quick overview of the most important information about your Campaign. This information includes the name of the User who created the Campaign, Category of the Campaign, creation date and time, publishing date and time, Contact Segments in your Campaign and more. +The **Details** drop-down menu gives a quick overview of the most important information about your Campaign. This information includes the name of the User who created the Campaign, Category of the Campaign, creation date and time, activating date and time, Contact Segments in your Campaign and more. The **Campaign Statistics** panel shows the number of Contacts added to the Campaign over the specified period of time in graphical format. To specify the time period, use the From and To date selectors, and click Apply. diff --git a/docs/channels/focus_items.rst b/docs/channels/focus_items.rst index 54648637..e02f3fbb 100644 --- a/docs/channels/focus_items.rst +++ b/docs/channels/focus_items.rst @@ -157,13 +157,13 @@ When creating a new Focus Item, you can set the following fields: **Category** - Assign a Category to help you organize your Focus Items. -**Published** - Whether the Focus Item is available for use - published - or not available - unpublished +**Active** - Whether the Focus Item is available for use - active - or not available - unactive .. vale off -**Publish at (date/time)** - This allows you to define the date and time at which this Text Message is available for sending to Contacts +**Activate at (date/time)** - This allows you to define the date and time at which this Text Message is available for sending to Contacts -**Unpublish at (date/time)** - This allows you to define the date and time at which this Text Message ceases to be available for sending to Contacts. +**Disable at (date/time)** - This allows you to define the date and time at which this Text Message ceases to be available for sending to Contacts. .. vale on @@ -198,7 +198,7 @@ You can use the menu on the sidebar to configure the Focus Item to your liking. Using Focus Items ***************** -Once you have created your Focus Item, you're ready to publish it to your website. If you're not quite ready for the Focus Item to go live but you need to get it set up on your website, you can set the Focus Item to Unpublished. +Once you have created your Focus Item, you're ready to activate it to your website. If you're not quite ready for the Focus Item to go live but you need to get it set up on your website, you can set the Focus Item to unactive. Deploying to a website ====================== diff --git a/docs/channels/social_monitoring.rst b/docs/channels/social_monitoring.rst index 54417724..e977d25a 100644 --- a/docs/channels/social_monitoring.rst +++ b/docs/channels/social_monitoring.rst @@ -42,13 +42,13 @@ When selecting the Twitter Mention monitoring method, the following fields are a There are also the standard Mautic fields available: -**Published** - This allows you to set the published status of the Social Monitor. Unpublished Social Monitors won't collect new Contacts. +**Active** - This allows you to set the activation status of the Social Monitor. Deactivated Social Monitors won't collect new Contacts. .. vale off -**Publish at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. You might use this to coincide with an event, for example. +**Activate at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. You might use this to coincide with an event, for example. -**Unpublish at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. +**Deactivate at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. .. vale on @@ -69,13 +69,13 @@ When selecting the Twitter Hashtags monitoring method, the following fields are There are also the standard Mautic fields available: -**Published** - This allows you to set the published status of the Social Monitor. Unpublished Social Monitors won't collect new Contacts. +**Active** - This allows you to set the activation status of the Social Monitor. Deactivated Social Monitors won't collect new Contacts. .. vale off -**Publish at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. This might be used to coincide with an event, for example. +**Activate at (date/time)** - This allows you to define the date and time at which this Social Monitor is monitoring for new Contacts. This might be used to coincide with an event, for example. -**Unpublish at (date/time)** - This allows you to define the date and time at which this Social Monitor ceases to monitor for new Contacts. +**Deactivate at (date/time)** - This allows you to define the date and time at which this Social Monitor ceases to monitor for new Contacts. .. vale on diff --git a/docs/configuration/command_line_interface.rst b/docs/configuration/command_line_interface.rst index 889c9979..b736c824 100644 --- a/docs/configuration/command_line_interface.rst +++ b/docs/configuration/command_line_interface.rst @@ -90,7 +90,7 @@ These are the commands you may need to use in relation to your Mautic instance. - Rebuild Campaigns based on Contact Segments. - ``mautic:campaigns:update`` * - ``mautic:campaigns:trigger`` - - Trigger timed events for published Campaigns. + - Trigger timed events for active Campaigns. - * - ``mautic:campaigns:validate`` - Validate if a Contact has been inactive for a decision and execute events if so. diff --git a/docs/configuration/settings.rst b/docs/configuration/settings.rst index 7f1ee1dd..595e51ba 100644 --- a/docs/configuration/settings.rst +++ b/docs/configuration/settings.rst @@ -374,7 +374,7 @@ Unsubscribe settings * **Show Contact preference settings** - Select **Yes** to direct the unsubscribe link to your configured Preference enter. If you haven't created a Preference Center, Mautic creates a default page based on the next 5 settings. The created page uses the default Theme for styling. -* **Show Contact Segment preferences** - Select **Yes** to allow a Contact to change which Segments they're part of on the Preference Center page. Segments won't display on the Preference Center page if they aren't published and public. +* **Show Contact Segment preferences** - Select **Yes** to allow a Contact to change which Segments they're part of on the Preference Center page. Segments won't display on the Preference Center page if they aren't active and public. * **Show Contact frequency preferences** - Select **Yes** to allow an individual to limit the number of Marketing Messages they receive on each Channel from the Preference Center. @@ -607,9 +607,9 @@ Notification settings :width: 600 :alt: Screenshot showing Webhook Notification Settings Configuration in Mautic -If a Campaign or Webhook is automatically unpublished because of a high volume of errors, Mautic sends a notification alerting Users. +If a Campaign or Webhook is automatically deactivated because of a high volume of errors, Mautic sends a notification alerting Users. -* **Send notification to author** - Set this field to Yes to send an Email notification to the User who created the unpublished Campaign or Webhook. Deleted Users don't receive notifications. +* **Send notification to author** - Set this field to Yes to send an Email notification to the User who created the deactivated Campaign or Webhook. Deleted Users don't receive notifications. .. vale off diff --git a/docs/contacts/import_contacts.rst b/docs/contacts/import_contacts.rst index b44d7c1d..d0c6fcca 100644 --- a/docs/contacts/import_contacts.rst +++ b/docs/contacts/import_contacts.rst @@ -172,13 +172,13 @@ How to stop a background import 2. In the top right corner of the Contacts page, open the sub menu of actions and select the :ref:`Import History` option. -3. Unpublish the import job you want to stop. The import changes :ref:`status` to Stopped. It finishes importing the current batch and then stops. +3. Deactivate the import job you want to stop. The import changes :ref:`status` to Stopped. It finishes importing the current batch and then stops. -4. To start the import again, publish it, and the background job continues with the next :doc:`cron job execution`. +4. To start the import again, activate it, and the background job continues with the next :doc:`cron job execution`. .. image:: images/import-publish.png :align: center - :alt: Screenshot of Import publish + :alt: Screenshot of Import activation | diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index ab5aa8e4..1ef3275e 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -57,7 +57,7 @@ Add new Contact | -This opens the new Contact screen, where you can enter all the information you have about the Contact. It also displays all published Contact fields when creating a new Contact. +This opens the new Contact screen, where you can enter all the information you have about the Contact. It also displays all available Contact fields when creating a new Contact. Use the tabs at the top to populate existing Custom Fields and social network profiles. diff --git a/docs/plugins/hubspot.rst b/docs/plugins/hubspot.rst index 47670225..4abf7ed5 100644 --- a/docs/plugins/hubspot.rst +++ b/docs/plugins/hubspot.rst @@ -30,7 +30,7 @@ Configure the HubSpot CRM Plugin .. note:: - Be sure to complete all steps before you publish the Plugin. + Be sure to complete all steps before you activate the Plugin. 1. Log in to Mautic instance. @@ -63,7 +63,7 @@ Configure the HubSpot CRM Plugin 9. Click **Save** to save the Plugin configuration. - * If you want to use the Plugin, set the *Publish* switch to **Yes**. Only do this when you have fully configured the Plugin settings. + * If you want to use the Plugin, set the *Active* switch to **Yes**. Only do this when you have fully configured the Plugin settings. 10. Set up the :ref:`cron job` if you haven't already configured it. diff --git a/docs/plugins/vtiger.rst b/docs/plugins/vtiger.rst index a9d86a68..65159125 100644 --- a/docs/plugins/vtiger.rst +++ b/docs/plugins/vtiger.rst @@ -31,7 +31,7 @@ To authenticate the Mautic Plugin to be able to communicate with Vtiger CRM you' * Vtiger username - The username, email address usually, which you use to log in to your Vtiger. -* Vtiger access key - The access key published in your Vtiger profile. To get it, go to Vtiger's **My Preferences**. The Access Key hash is at the bottom of the page. +* Vtiger access key - The access key activated in your Vtiger profile. To get it, go to Vtiger's **My Preferences**. The Access Key hash is at the bottom of the page. .. image:: images/vtiger-mautic.png :alt: Screenshot of Vtiger Mautic Integration @@ -49,9 +49,9 @@ Configure the Vtiger CRM Plugin .. vale on -If you want to use the Plugin, you have to publish it. +If you want to use the Plugin, you have to activate it. -1. Set the *Publish* switch to **Yes**. +1. Set the *Active* switch to **Yes**. 2. In the **Features tab** is Push Contacts to this Integration checkbox and it's checked by default. diff --git a/docs/plugins/zoho_crm.rst b/docs/plugins/zoho_crm.rst index 44602d47..eabaeed1 100644 --- a/docs/plugins/zoho_crm.rst +++ b/docs/plugins/zoho_crm.rst @@ -87,7 +87,7 @@ You can also configure other options: If the values are empty for the Mautic object, a value of 'Unknown' is sent. If the ZohoCRM field is a pick list, be sure the list values of Mautic's field match those of the field in ZohoCRM. -8. Set the Publish switch to **Yes**. +8. Set the Active switch to **Yes**. 9. Click **Save & Close**. .. vale on diff --git a/docs/points/points.rst b/docs/points/points.rst index aa711ceb..19bd68a0 100644 --- a/docs/points/points.rst +++ b/docs/points/points.rst @@ -33,7 +33,7 @@ To add a new action: * **Category** - Organize your Point actions based on their goals, Campaigns, etc. For more information, see :doc:`Categories`. All Points accumulate on a Contact record, regardless of Category. There is one Points score for each Contact. - * **Published and Publish/Unpublish at date/time** - Once you have a Point action, Mautic awards Points when a Contact completes the action. Points aren't given for unpublished actions. If you have target behaviors that you want to award Points for within a certain time period, you can set the publish and unpublish dates + * **Active and Activate/Deactivate at date/time** - Once you have a Point action, Mautic awards Points when a Contact completes the action. Points aren't given for unactive actions. If you have target behaviors that you want to award Points for within a certain time period, you can set the activate and deactivate dates * **Is repeatable** - To award Points each time a Contact completes an action, select **Yes**. If you want to award Points **only** the first time someone completes the action, select **No** - this is the default. @@ -47,7 +47,7 @@ Once a Contact has accumulated a Point total, you may want to trigger an action .. image:: images/points-trigger.png :alt: Screenshot of Points trigger -Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Category**, and **Publish** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if published**. +Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Category**, and **Active** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if activated**. Once you have decided and entered those options, go to the **Events** tab. Here, you can trigger one or more events once a Contact has reached your predetermined Point total. These Point triggers and associated events are also fully customizable. @@ -57,12 +57,12 @@ Once you have decided and entered those options, go to the **Events** tab. Here, Campaign triggers ================= -**Modify Contact's Campaigns** - Add a Contact to or remove a Contact from any Campaigns you have published. +**Modify Contact's Campaigns** - Add a Contact to or remove a Contact from any Campaigns you have activated. Contact triggers ================ -**Modify Contact's Segments** - Add a Contact to or remove a Contact from any Segments you have published. +**Modify Contact's Segments** - Add a Contact to or remove a Contact from any Segments you have activated. **Modify Contact's tags** - Add or remove any Tags on the Contact record. If a Tag doesn't exist, you may create a new one in the edit window for this event. diff --git a/docs/segments/manage_segments.rst b/docs/segments/manage_segments.rst index c794ffc7..57cc03f5 100644 --- a/docs/segments/manage_segments.rst +++ b/docs/segments/manage_segments.rst @@ -37,7 +37,7 @@ Creating a Segment * **Available in Preference Center** - If set to **Yes**, Contacts can see and opt into or out of the Segment on a **Preference Center** page. The Segments display if the Preference Center has the **Segment List** slot type. -* **Published** - If set to **No**, the Segment won't be available for use in filters for other Segments, as a Contact source in Campaigns, modify Segment actions, etc. You'll still see the Segment in your **Segment list**, but it essentially won't exist anywhere else in Mautic. +* **Active** - If set to **No**, the Segment won't be available for use in filters for other Segments, as a Contact source in Campaigns, modify Segment actions, etc. You'll still see the Segment in your **Segment list**, but it essentially won't exist anywhere else in Mautic. On the Details tab, static, and dynamic Segments also have the option to display a different public name for a Segment. @@ -496,15 +496,15 @@ It's necessary to configure the :ref:`cron jobs`. .. vale off -Deleting or unpublishing a Segment +Deleting or deactivating a Segment ********************************** .. vale on -Since :xref:`Mautic 4` there is a step when deleting or unpublishing a Segment to ensure that it's not required as a filter by an existing Segment. +Since :xref:`Mautic 4` there is a step when deleting or deactivating a Segment to ensure that it's not required as a filter by an existing Segment. .. image:: images/deleting-used-segment.png :width: 300 - :alt: Screenshot deleting or unpublishing a Segment + :alt: Screenshot deleting or deactivating a Segment -If you attempt to delete or unpublish a Segment which is in use by a filter in another Segment, an alert prompts you to edit the other Segment, removing the dependency before you delete the Segment. \ No newline at end of file +If you attempt to delete or deactivate a Segment which is in use by a filter in another Segment, an alert prompts you to edit the other Segment, removing the dependency before you delete the Segment. \ No newline at end of file diff --git a/docs/stages/stages.rst b/docs/stages/stages.rst index 19b35927..a1c029ed 100644 --- a/docs/stages/stages.rst +++ b/docs/stages/stages.rst @@ -30,7 +30,7 @@ Navigate to the **Stages** section in the left side menu, and then click **+New* **Category** - Assign a Category to help you organize your Stages. For more information, see :ref:`categories`. -**Publish options** - The dashboard widget doesn't display data for an unpublished Stage. In addition, the Segment filters or Campaign conditions don't display the Stage. To avoid using the Stage while building it, set a future publish date and time. If you want the Stage to become unavailable after a certain time, set the date and time for unpublishing. +**Activation options** - The dashboard widget doesn't display data for an unactive Stage. In addition, the Segment filters or Campaign conditions don't display the Stage. To avoid using the Stage while building it, set a future activation date and time. If you want the Stage to become unavailable after a certain time, set the date and time for deactivating. .. vale off diff --git a/docs/users_roles/managing_roles.rst b/docs/users_roles/managing_roles.rst index 2299e432..62e0732a 100644 --- a/docs/users_roles/managing_roles.rst +++ b/docs/users_roles/managing_roles.rst @@ -57,7 +57,7 @@ To configure a Role, leave the **Full System Access** switch at **No** and click :width: 800 :alt: Screenshot showing Mautic Roles -5. Most permission Categories have options for **View**, **Edit**, **Create**, **Delete**, and **Publish**. Select checkboxes for the appropriate permissions for this Role. To select every checkbox and grant the User all permissions, select the **Full** option. +5. Most permission Categories have options for **View**, **Edit**, **Create**, **Delete**, and **Active**. Select checkboxes for the appropriate permissions for this Role. To select every checkbox and grant the User all permissions, select the **Full** option. Explaining the permission options ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ @@ -72,15 +72,15 @@ There are several options for selecting permissions: * **Delete** - this allows the Users with this Role to delete resources in this part of Mautic -* **Publish** - this allows the Users with this Role to make resources in this part of Mautic available by publishing them +* **Activate** - this allows the Users with this Role to make resources in this part of Mautic available by activating them * **Full** - this allows the Users with this Role all of the permissions. There are permission levels relating to resources the User has created themselves, and those created by others: -* **Own** - this allows the Users with this Role to ``view/edit/delete/publish`` their own resources in this part of Mautic, but not those created by others +* **Own** - this allows the Users with this Role to ``view/edit/delete/enable`` their own resources in this part of Mautic, but not those created by others -* **Others** - this allows the Users with this Role to ``view/edit/delete/publish`` their own resources in this part of Mautic, and those created by others +* **Others** - this allows the Users with this Role to ``view/edit/delete/enable`` their own resources in this part of Mautic, and those created by others There are permission levels relating to being able to manage resources: